Congress Wealth Management’s SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
11,520
-406
| -3% | -$37.2K | 0.01% | 690 |
|
|
2025
Q1 | $1.09M | Buy |
+11,926
| New | +$1.09M | 0.01% | 617 |
|
|
2024
Q1 | – | Sell |
-8,515
| Closed | -$778K | – | 584 |
|
|
2023
Q4 | $778K | Buy |
+8,515
| New | +$778K | 0.01% | 410 |
|
|
2022
Q4 | – | Sell |
-5,097
| Closed | -$467K | – | 557 |
|
|
2022
Q3 | $467K | Sell |
5,097
-15
| -0.3% | -$1.37K | 0.01% | 414 |
|
|
2022
Q2 | $468K | Sell |
5,112
-825
| -14% | -$75.5K | 0.01% | 419 |
|
|
2022
Q1 | $543K | Buy |
5,937
+879
| +17% | +$80.4K | 0.01% | 435 |
|
|
2021
Q4 | $462K | Buy |
+5,058
| New | +$462K | 0.01% | 473 |
|